Tag Archives | Fidelity Investments
woman professional Photo by Keren Levand on Unsplash

Women Edge Out Men When It Comes To Investment Returns

Fidelity’s 2021 Women and Investing Study shows that women edged out men when it comes to investment returns over the last decade. After analyzing over 5 million customer accounts from 2011 to 2020, Fidelity calculated that women achieved slightly better results than men (0.4% higher returns per year) due to their disciplined and consistent investment approach. That’s […]

Read full story Comments { 0 }
moneybags Image by Clker-Free-Vector-Images from Pixabay

More 401(k) Millionaires Than Ever

Baby boomers are joining the ranks of the million dollar retirement club in record numbers, thanks to powerful growth in market values over the last decade. Fidelity Investments says the number of customers with 401(k) accounts totaling over $1 million in value exploded by 84% over the past twelve months, while IRAs of similar value […]

Read full story Comments { 0 }
Fidelity 2018-02 final

Women Financial Advisors Make Time For Miami Networking

There’s nothing quite so satisfying as catching up with our colleagues to share thoughts about what’s happening in the market and with our firms. Even better when the group in question is women financial advisors in South Florida. There is actually quite a concentration of us down here, and it’s always a pleasure to meet […]

Read full story Comments { 0 }
marriage money

In The Dark? 43% Of Americans Don’t Know Spouse’s Income

If communicating openly about money is the cornerstone of a healthy marriage, how on earth do we explain these survey results? In a study of over 1,000 couples, Fidelity Investments asked people how much their partner earns. Surprisingly, more than 40 percent couldn’t answer correctly. One in 10 were off the mark by more than $25,000, and that could […]

Read full story Comments { 0 }